WallStSmart

Apollo Global Management LLC Class A (APO)vsVirtus Investment Partners, Inc. (VRTS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 3649% more annual revenue ($31.29B vs $834.47M). VRTS leads profitability with a 14.0% profit margin vs 3.7%. VRTS appears more attractively valued with a PEG of 0.56. VRTS earns a higher WallStSmart Score of 54/100 (C-).

APO

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.0Quality: 3.0
Piotroski: 1/9Altman Z: 0.03

VRTS

Buy

54

out of 100

Grade: C-

Growth: 2.0Profit: 5.5Value: 7.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.88

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$68.20B9/10

Large-cap with strong market position

PEG RatioValuation
0.638/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

VRTS3 strengths · Avg: 9.3/10
P/E RatioValuation
8.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

PEG RatioValuation
0.568/10

Growing faster than its price suggests

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
74.4x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

VRTS4 concerns · Avg: 2.3/10
Market CapQuality
$970.11M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-8.4%2/10

Revenue declined 8.4%

EPS GrowthGrowth
-74.1%2/10

Earnings declined 74.1%

Altman Z-ScoreHealth
0.882/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.63 suggests the stock is reasonably priced for its growth.

Bull Case : VRTS

The strongest argument for VRTS centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.56 suggests the stock is reasonably priced for its growth.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 74.4x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : VRTS

The primary concerns for VRTS are Market Cap, Revenue Growth, EPS Growth. Debt-to-equity of 3.10 is elevated, increasing financial risk.

Key Dynamics to Monitor

APO profiles as a value stock while VRTS is a declining play — different risk/reward profiles.

APO carries more volatility with a beta of 1.49 — expect wider price swings.

VRTS is growing revenue faster at -8.4% — sustainability is the question.

APO generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

VRTS scores higher overall (54/100 vs 46/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apollo Global Management LLC Class A

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Apollo Global Management LLC Class A (APO) is a leading global alternative investment firm specializing in private equity, credit, and real estate across diverse sectors such as healthcare, financial services, and technology. The firm leverages its deep industry expertise and operational insights to implement a disciplined investment strategy aimed at maximizing portfolio performance and ensuring sustainable growth. With a focus on identifying high-potential opportunities in both developed and emerging markets, Apollo is dedicated to delivering attractive risk-adjusted returns through its substantial capital base and innovative investment approaches.

Virtus Investment Partners, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Virtus Investment Partners, Inc. is a publicly owned investment manager. The company is headquartered in Hartford, Connecticut.

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